Brooks Automation is one of the semiconductor industry's longest-standing independent automation specialists. It supplies the robots, vacuum and atmospheric handling platforms, load ports, sorters, carrier cleaners and reticle stockers that move and protect wafers, substrates, FOUPs, pods and photomasks inside and between process tools. Its main customers are the large wafer-fab equipment OEMs, which build Brooks robots and platforms into their etch, deposition and other tools, and leading chipmakers, which buy contamination-control and reticle-management systems directly. The business has nearly five decades of engineering behind it and an installed base of more than 100,000 systems. That base drives steady demand for spares, service and upgrades alongside the cyclical new-equipment business. Since leaving public ownership in 2022 under THL, Brooks has become more focused on contamination control, advanced packaging and Asian localisation, built out collaborative-robot and lab-automation adjacencies, and opened a greenfield factory in Malaysia. It is now preparing to return to public markets through an IPO.
**Company's own description.** Brooks describes itself as a global leader in automation and contamination-control solutions, which it calls a critical foundation of the AI-enabled world, serving semiconductor and life-science markets. In its September 2026 IPO announcement, the company said it provides automation and holistic contamination control for mission-critical semiconductor workflows. It said this covers the precise movement, handling, cleaning and storage of high-value wafers, substrates, carriers and reticles. The company lists operations in North America, Europe, Asia, Australia and the Middle East.
**What the company does.** Brooks' products sit at every point where a high-value semiconductor substrate or carrier is moved, exposed to a mini-environment, or stored.
**Vacuum automation:** MagnaTran vacuum robots, including high-temperature variants and the LEAP platform, transfer wafers between process chambers inside cluster tools. Marathon vacuum system platforms are configurable transfer chambers that tool OEMs build their process modules around. These products serve 300 mm, 200 mm, compound-semiconductor, reticle and advanced-packaging tools.
**Atmospheric and interface automation:** Marathon LEAP AX equipment front-end modules (EFEMs), Vision LEAP load ports, Marathon LEAP SX and Spartan sorters, and atmospheric robots move FOUPs and wafers between the factory's transport system and the process tool.
**Contamination control and reticle management:** PuroMaxx FOUP and pod cleaners (including an EUV pod cleaner), PuroMaxx 2 reticle changers and GuardianPro reticle and pod stockers clean, condition, inspect and store wafer carriers and photomasks. They address airborne molecular contamination, haze and humidity at advanced nodes.
**Collaborative and lab automation:** PreciseFlex collaborative robots, IntelliGuide vision and grippers, and PathFinder sample-management workstations serve clinical, life-science and light industrial customers. The PathFinder range came with the 2023 acquisition of Australia's Aim Lab.
**Global services:** Installation, repair, diagnostics, training, spare parts, and productivity and retrofit upgrades are delivered through field-service networks close to fab clusters in Taiwan, Korea, Japan, China, Singapore/Malaysia, Europe, Israel and the U.S.
**Business model and revenue model.** Revenue is overwhelmingly product-based. In the last fiscal year disclosed (FY2021, year to 30 September 2021), the business recorded USD 624.4 million of product revenue and USD 55.7 million of services revenue, out of USD 680.1 million in total (Azenta FY2023 Form 10-K, discontinued-operations note). That is roughly 92% products and 8% services. Spare parts and upgrade kits are generally booked as product revenue, so recurring aftermarket revenue tied to the installed base is larger than the services line alone suggests. Licensing is a small but long-standing element. Brooks has licensed its 300 mm FOUP load-port patents to significant FOUP and load-port makers since the 2000s (Brooks FY2009 Form 10-K). In June 2026 it signed a 15-year technology licence and supply agreement with Taiwan's Asia Neo Tech Industrial (ANT) for FOUP cleaning technology, under which Brooks is the licensee. No subscription revenue is disclosed.
**Value-chain position.** Brooks is a Tier-1 subsystem supplier to wafer-fab equipment OEMs: its robots and platforms are embedded in other companies' process tools. It is also a direct capital-equipment vendor to chipmakers for carrier cleaning, reticle storage, sorting and inspection. It does not sell process equipment, wafers or materials. Its success therefore depends on design wins at OEMs, which create multi-year production streams once a platform is qualified, and on fab capacity additions, which drive carrier, reticle and sorter demand.
**Customer types.**
- **Wafer-fab equipment OEMs (etch, deposition, CMP, metrology, advanced packaging)** — What they buy: Vacuum robots, Marathon vacuum platforms, EFEMs, load ports, aligners; Selling motion: Design-in, then multi-year production supply; volume linked to OEM tool shipments
**Integrated device makers, foundries and memory makers:** What they buy: FOUP/pod cleaners, reticle stockers and changers, sorters, load ports, service and spares; Selling motion: Direct capital sale per fab, with service attached
**OSATs and advanced-packaging lines:** What they buy: Panel and wafer handling EFEMs, sorters, contamination control; Selling motion: Direct and via OEMs
**Clinical, biobank and life-science laboratories:** What they buy: PathFinder workstations, PreciseFlex cobots, OEM modules, autosamplers; Selling motion: Direct and OEM integration (for example, Australian Red Cross Lifeblood)
**Industrial automation integrators:** What they buy: PreciseFlex cobots and controllers; Selling motion: Direct and channel
**End-markets.** The core end-market is semiconductor capital equipment and fab operations across logic and foundry, DRAM and HBM, NAND, specialty and compound semiconductors, reticle and mask operations, and advanced packaging. Adjacent end-markets are clinical diagnostics, biobanking, life-science research and light industrial automation.
**Independent characterisation.** Brooks is best understood as a high-mix, engineering-intensive capital-equipment subsystem company. It has one of the industry's largest independent installed bases of vacuum robots. It also has a contamination-control and reticle franchise that is among the few independent sources of FOUP cleaning and bare-reticle stocking at leading-edge fabs. THL called Brooks the number-one player in vacuum robot automation and contamination control when it announced the acquisition in September 2021. The business is cyclical because it follows wafer-fab equipment spending, but three features soften the cycle: a large service and spares annuity, multi-year OEM platform positions, and fab-direct contamination-control sales tied to new nodes (EUV, 2 nm and below, HBM). The lab-automation and cobot operations are strategically interesting but small relative to the semiconductor core.